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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-15 |
| MD | RA | APPROVED | 2021-06-09 |
| NY | RA | APPROVED | 2021-06-09 |
Branch Locations
6661 Old Dominion Dr, Mclean, VA 22101 • United States
4736 Langston Blvd, Arlington, VA 22207 • United States
12110 Darnestown Rd., Gaithersburg, MD 20878 • United States
3866 International Dr., Silver Spring, MD 20906 • United States
1960 Gallows Rd, Vienna, VA 22182 • United States
133 S Washington St, Falls Church, VA 20121 • United States
7857 Heritage Dr., Annandale, VA 22003 • United States
8414 Lee Hwy., Fairfax, VA 22031 • United States
1001 Twin Arch Rd, Mt Airy, MD 21771 • United States
6093 Spring Ridge Parkway, Frederick, MD 21701 • United States
3221 Spartan Rd., Olney, MD 20832 • United States
18261 Flower Hill Way, Gaithersburg, MD 20879 • United States
9801 Main St., Damascus, MD 20872 • United States
6814 Reisterstown Road, Baltimore, MD 21215 • United States
4656 Wilkens Ave., Baltimore, MD 21229 • United States
5642 Baltimore National Pike, Catonsville, MD 21228 • United States
705 Frederick Rd, Catonsville, MD 21228 • United States
8638 Liberty Rd., Randallstown, MD 21133 • United States
7210 Ambassador Rd, Baltimore, MD 21244 • United States
10090 Southern Md Blvd., Dunkirk, MD 20754 • United States
170 Jennifer Road Suite 300, Annapolis, MD 21401 • United States
510 Soloman'S Island Rd., Prince Frederick, MD 20678 • United States
632 E Bayfront Rd., Deale, MD 20751 • United States
1 West Lancaster Ave., Shillington, PA 19607 • United States
42 W Ridgely Rd, Timonium, MD 21093 • United States
Arnold, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M & T Bank | Syracuse | NY | 06/1998 | Present |
| M&T Securities, Inc. | Auburn | NY | 07/1998 | Present |
| Lpl Financial Llc | Baltimore | MD | 06/2021 | Present |
1. 04/23/2021 - Wilmington Advisors @ M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/15/2021 - SHOA - Southeastern Hockey Officiating Association - Not Investment Related - Brigade Sports Complex 64 Greenbury Point, Annapolis, MD 21402 - Outside/W-2 Employment - Hockey Referee - Start Date: 12/11/2021 - 10 Hours Per Month/0 Hours During Securities Trading - USA Hockey certified Ice Hockey referee to officiate Youth Hockey games in the Maryland area.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-17 |
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